Essex »

Caterpillar shares owned by Essex

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Essex from 13F filings

Historical chart of Essex investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Essex consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Essex

Quarter filed Position value Share count Share price at filing
2026-09-30 $744k 918 810.79

More positions owned by Essex

Select Sector Spdr Tr St Str Techn Etf (XLK)
Nebius Group Shs Class A (NBIS)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Term High Etf (SJNK)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr U.s. Tech Etf (IYW)
NVIDIA Corporation (NVDA)
Goldman Sachs (GS)

View all positions for Essex

Top funds holding Caterpillar

BlackRock
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International
Goldman Sachs Group

View all funds holding Caterpillar